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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,631 | $69,118+22.4% | $53,647+57.8% | $138,895-39.1% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 18.63% | 248.26%-229.6pp | 358.33%-339.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $835 | $1,189-29.8% | $962-13.2% | $4,194-80.1% |
| Participant deferral / active EE | $5,082 | $2,274+123.5% | $1,813+180.3% | $6,396-20.5% |
| Admin fee / account holder | $855 | $2,724-68.6% | $2,460-65.2% | $12,562-93.2% |